Sun Country heading for some turbulence

Cptnchia said:
No way in hell Delta buys them. They don’t have a thing to bring to the table, except debt.
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Takes out the 2nd largest competitor at MSP and brings 737-800NGs. Pilots use pilot reasoning but mergers happen on the corporate and Wall Street level. Never say never. There will be more mergers, especially amongst the non-merged airlines (Hawaiian, jetBlue, Sun Country, Frontier, Spirit, and Allegiant).
 
Cherokee_Cruiser said:
Takes out the 2nd largest competitor at MSP and brings 737-800NGs. Pilots use pilot reasoning but mergers happen on the corporate and Wall Street level. Never say never. There will be more mergers, especially amongst the non-merged airlines (Hawaiian, jetBlue, Sun Country, Frontier, Spirit, and Allegiant).
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Sun country poses no threat in MSP. In fact it deflects criticism as Delta can point to them as proof of competition. If they were a problem, Delta could just seat dump on them and “AirTran” them.

Besides, we don’t need the 737s
 
Are there any Sun Country people who post here? Interested in "their take".


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Not a Sun Country person, but I would assume that Apollo buying them doesn’t change a whole lot, it will just serve to allow the new CEO the full flexibility/backing to implement his new strategy.

I suspect they will be largely hands-off and that this is an “easy” investment for them - the new strategy should grow margins and cash flow, and they will exit in 5-years selling at a nice premium to what they paid today.
 
I find SY to have been a pretty classy airline, I know it's just my perception but the people were always great, the product, especially their first class, was really nice, hopefully this gives them more opportunities but it would be a shame to see Sun Country become just another cynical ULCC winged bus company.


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Ecl!pse said:
Not a Sun Country person, but I would assume that Apollo buying them doesn’t change a whole lot, it will just serve to allow the new CEO the full flexibility/backing to implement his new strategy.

I suspect they will be largely hands-off and that this is an “easy” investment for them - the new strategy should grow margins and cash flow, and they will exit in 5-years selling at a nice premium to what they paid today.
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I always wonder why they never expanded outside of MSP and assumed the old ownership was too conservative to attempt it, but with it being a Delta hub and having a large southwest presence I'm sure the competition was pretty intense and that might explain their poor performance financially. I'm no longer considering flying for them as a result of the changes in their business model, but hope they add additional airports to fly out of soon.
 
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